Nelson Robert Larson

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2018 → 01/2023
  Oregon Youth Soccer Association
  Beaverton, OR
• 01/2023 → 02/2023
  Unemployed
  Portland, OR
• 03/2023 → 12/2024
  Tursi Soccer Supply
  Portland, OR
• 01/2025 → Present
  Tallus Capital Management
  Oregon City, OR
• 06/2003 → 02/2018
  Portland City United Soccer Club
  Portland, OR
• 03/2025 → 08/2025
  Financial Advocates Investment Management
  Oregon City, OR
• 08/2025 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2025-03-25 → 2025-09-25
  Financial Advocates Investment Management
  Olympia, WA
  Oregon City, OR

Other Businesses

1) 11/2024 - Tallus Capital Management / DBA for RIA Business - Investment related - At reported business location(s) 160 Hrs per month -100% Time Spent 2) 09/11/2025- Independent Advisor Alliance, LLC- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 08/29/2025- 160 Hours Per Month- 100 Hours During Trading 3) 09/11/2025- Independent Advisor Alliance, LLC- IRegistered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 08/29/2025- 160 Hours Per Month- 100 Hours During Trading- I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-07

Other Names

• Nelson Larson